Financial Assistant, Wealth Management (Part Time)

Responsibilities

• Coordinate financial-account onboarding and manage account-opening documentation
• Process and track account transfers, including ACATS-related workflows
• Handle routine account-servicing requests and pending client paperwork
• Prepare and distribute approved client statements and documents
• Maintain and update CRM records, logging all client communications accurately

Schedule appointments and proactively support client follow-ups

• Coordinate employee-benefit plan administration across multiple stakeholders — plan provider, accountant, actuary, employer, and other involved parties
• Track and organize information required for tax filing and ERISA-related plan administration
• Manage insurance paperwork, documentation, and status follow-ups, handling related administrative communication end-to-end
• Own outstanding requirements and "quarterback" multi-party workflows through to completion
• Take on additional administrative responsibilities as you demonstrate capacity and reliability

Required Experience

Strong working proficiency with a financial-services CRM

Prior hands-on experience with financial account-opening and account-servicing platforms

Working experience with ACATS or other account-transfer workflows

• Prior experience with insurance and/or employee-benefit administration platforms
• Experience with LPL Financial systems is a plus (subject to LPL access and compliance approval)
• What We'll Train You On
• Our firm-specific processes and service standards
• Internal CRM procedures and documentation expectations
• Practice-specific client communication and workflow preferences
• LPL-specific systems and access procedures, if applicable

Ideal Candidate

You've worked in a financial-services or wealth-management back-office role before, you're comfortable juggling multiple stakeholders and deadlines without being told twice, and you take pride in being the person who keeps every workflow moving until it's done.